Tyson Papenfuss is a registered investment advisor at Strada Financial Group LLC, based in Fairview, OR, with 2 years of industry experience. Tyson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 206 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fees may be negotiable for existing clients. Independent manager fees range from 0.03% to 1.50% and are separate from Strada's advisory fees.
Fee Estimator
Location
1510 NE Village St, Fairview, OR, 97024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Strada Financial Group LLC
State Registrations1 state
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